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RAFFA WEALTH MANAGEMENT, LLC’s Diageo DEO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.97K Buy
124
+11
+10% +$888 ﹤0.01% 426
2026
Q1 		$8.41K Hold
113
– – ﹤0.01% 435
2025
Q4 		$9.75K Hold
113
– – ﹤0.01% 385
2025
Q3 		$10.8K Buy
113
+14
+14% +$1.47K ﹤0.01% 351
2025
Q2 		$9.98K Sell
99
-32
-24% -$3.47K ﹤0.01% 376
2025
Q1 		$13.7K Hold
131
– – ﹤0.01% 271
2024
Q4 		$16.7K Hold
131
– – ﹤0.01% 247
2024
Q3 		$18.4K Buy
131
+36
+38% +$4.68K ﹤0.01% 233
2024
Q2 		$12K Hold
95
– – ﹤0.01% 412
2024
Q1 		$14.1K Hold
95
– – ﹤0.01% 375
2023
Q4 		$13.8K Hold
95
– – ﹤0.01% 247
2023
Q3 		$14.2K Hold
95
– – ﹤0.01% 227
2023
Q2 		$16.5K Hold
95
– – 0.01% 220
2023
Q1 		$17.2K Hold
95
– – 0.01% 231
2022
Q4 		$16.9K Sell
95
-8
-8% -$1.4K 0.01% 219
2022
Q3 		$17.5K Sell
103
-7
-6% -$1.25K 0.01% 216
2022
Q2 		$19.2K Buy
110
+6
+6% +$1.14K 0.01% 209
2022
Q1 		$21.1K Sell
104
-58
-36% -$11.6K 0.01% 211
2021
Q4 		$35.7K Sell
162
-21
-11% -$4.31K 0.01% 177
2021
Q3 		$35.3K Buy
183
+25
+16% +$4.84K 0.01% 156
2021
Q2 		$30.3K Sell
158
-32
-17% -$5.95K 0.01% 169
2021
Q1 		$31.3K Buy
190
+11
+6% +$1.8K 0.01% 163
2020
Q4 		$28.4K Buy
179
+2
+1% +$298 0.01% 160
2020
Q3 		$24.4K Buy
177
+6
+4% +$827 0.01% 165
2020
Q2 		$23K Buy
171
+8
+5% +$1.1K 0.01% 163
2020
Q1 		$20.9K Buy
163
+83
+104% +$12.4K 0.01% 153
2019
Q4 		$13.5K Hold
80
– – ﹤0.01% 213
2019
Q3 		$13.1K Buy
+80
New +$13.4K ﹤0.01% 220
2019
Q2 		– Sell
-80
Closed -$13.1K – 898
2019
Q1 		$13.1K Hold
80
– – 0.01% 172
2018
Q4 		$11.3K Hold
80
– – ﹤0.01% 202
2018
Q3 		$11.3K Hold
80
– – ﹤0.01% 212
2018
Q2 		$11.5K Hold
80
– – ﹤0.01% 197
2018
Q1 		$10.8K Hold
80
– – ﹤0.01% 200
2017
Q4 		$11.7K Sell
80
-39
-33% -$5.38K ﹤0.01% 185
2017
Q3 		$15.7K Hold
119
– – 0.01% 180
2017
Q2 		$14.3K Hold
119
– – 0.01% 181
2017
Q1 		$13.8K Sell
119
-8
-6% -$898 0.01% 158
2016
Q4 		$13.2K Hold
127
– – 0.01% 164
2016
Q3 		$14.7K Hold
127
– – 0.01% 155
2016
Q2 		$14.3K Buy
127
+39
+44% +$4.22K 0.01% 150
2016
Q1 		$9.49K Hold
88
– – 0.01% 186
2015
Q4 		$9.6K Hold
88
– – 0.01% 173
2015
Q3 		$9.49K Hold
88
– – 0.01% 174
2015
Q2 		$10.2K Hold
88
– – 0.01% 163
2015
Q1 		$9.73K Hold
88
– – 0.01% 142
2014
Q4 		$10K Hold
88
– – 0.01% 140
2014
Q3 		$10.2K Buy
88
+8
+10% +$969 0.01% 141
2014
Q2 		$10.2K Hold
80
– – 0.01% 134
2014
Q1 		$9.97K Sell
80
-8
-9% -$997 0.01% 131
2013
Q4 		$10K Buy
+88
New +$11.2K 0.01% 140

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DEO Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Diageo (DEO) stake by 9.7% in Q2 2026, buying an estimated $888 and bringing the position to 124 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DEO in Q4 2013 and has held it in 50 quarters since. The position peaked at $35.7K in Q4 2021. 224 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 124 shares of Diageo worth $9.97K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 11 Diageo shares in Q2 2026, an estimated $888.
  • Diageo made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #426 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Diageo in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Diageo position peaked at $35.7K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.